See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,872 | $177,572+43.5% | $154,803+64.6% | $142,382+79.0% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 12.89% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,966 | $4,810-38.3% | $4,305-31.1% | $4,299-31.0% |
| Participant deferral / active EE | $3,015 | $6,272-51.9% | $5,540-45.6% | $6,507-53.7% |
| Admin fee / account holder | $1,143 | $16,786-93.2% | $14,329-92.0% | $12,624-90.9% |